The purpose of this article is to provide information to Outreach Users regarding Insights and Reporting with Outreach.
- Outreach Users
- Outreach Insights gives you all the same great reporting that you already have access to in addition to actionable new insights powered by Machine Learning technology.
- Data is refreshed in real time for some of the reports and daily for others. Outreach highlights these differences in the overview.
- Outreach gives history from all time for some reports and for the last 6 months for others. Outreach highlights those differences in the overview.
- Outreach's roadmap plans to revamp and migrate the legacy reports to a new platform.
Outreach Reporting consists of a set of reports called Outreach Insights (Team Performance and Sequence Performance reports) and the legacy Activity and More Reports tabs.
The Insights and reporting experience provides a library of prebuilt reporting modules to guide Users to more actionable insights while giving them autonomy to easily customize, save, and export reports.
What is Outreach Insights?
Outreach Insights is a suite of actionable insights that equip managers, marketers, and sellers with the insights needed to understand the success of teams, processes, and content.
When you land in the reports section of the application, you will see 4 tabs: Team, Activities, Sequence and More reports. Let’s go through what reports you can find under each tab.
|Tab||Available Reports||Refresh Cadence||Data History|
|Team (Outreach Insights)||Team Performance
||Daily (Every 24 hours)||6 Months|
|Daily (Every 24 hours)||6 Months|
||Real Time||All Time|